Face 2 Face Financial Solutions (Midlands) Ltd

Independent Financial Adviser 22 Nene Drive, Oadby, Leicester, Leicestershire, LE2 4JE
FCA verified
10th December 2018
Impartial, Whole of Market, Independent advice in plain English. Initial consultation free of charge. Call us Free on .
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
Meet our advisers
adviser-person
Philip Adams APFS Certs CII (MP & ER)
Independent Financial Adviser
Where to find us

22 Nene Drive, Oadby, Leicester, Leicestershire, LE2 4JE

About us

Independent Whole of Market Financial Adviser with over a decade's worth of experience.

We specialise in Pensions, Investments, Retirement planning and IHT planning.

We believe that consistent ongoing relationships are important and indeed many of our clients have been working with the same advisers for several years.

We like to think that we provide a service that is second to none but please get in touch and judge for yourself, we welcome any feedback that could help us improve.

Please check out our website for more information, some useful guides, and to see the latest copy of our e-magazine.

Our services

Our core strategy is to build low cost predominantly passive portfolios in line with Modern Portfolio Theory and Mean Variance Optimisation, which means you get the market returns without the additional costs and risks of an active fund manager.

We can also tailor portfolios to suit any individual requirements you may have.

We offer a comprehensive range of solutions for people at retirement age.

No-one should take the default option of purchasing an annuity without considering the multitude of available options or enhancements, which could provide you with significantly higher income.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Face 2 Face Financial Solutions (Midlands) Ltd is an Appointed Representative of Sanlam Partnerships Ltd which is authorised and regulated by the Financial Conduct Authority. FCA No. 607228.

Some aspects of inheritance tax planning are not regulated by the Financial Conduct Authority.

Tax Planning is not regulated by the Financial Conduct Authority.

National Savings & Investments are not regulated by the Financial Conduct Authority.

Trusts are not regulated by the Financial Conduct Authority.

Auto Enrolment is regulated by The Pensions Regulator.

Similar advisers near you

Independent Financial Adviser 0.51 mi
Independent advice tailored to your situation. Call us today to arrange a free consultation.
 
Independent Financial Adviser 0.73 mi
Creating, managing and protecting your wealth the intelligent way
 
Financial Adviser (Restricted Whole of Market) 1.31 mi
Helping families create & protect multi-generational wealth through lifestyle financial planning
 
Independent Financial Adviser 1.53 mi
We pride ourselves on delivering our Financial Advice in an uncomplicated jargon-free manner.